Sales Forecasts

Open: Cim200 Planning > Utilities > System Set Up > Maintain Planning Settings | Sales Forecasts
Open: Cim200 Planning > Utilities > System Set Up > View Planning Settings | Sales Forecasts

Note: The View Planning Settings option allows you to view the settings but not amend them.

Enter the following settings:

Auto Generate SF Reference

Enable Auto Generate SF Reference for Sage to auto generate the Sales Forecast reference when it is created.

If not selected, the Sales Forecast reference must be entered manually as the record is created.

If it is selected, the auto generated reference can be enhanced with further settings:

  • Optionally, set a SF Reference Prefix to go before the auto generated number.
  • Optionally, set a SF Reference Suffix to append after the auto generated number.
  • Auto generated numbers use leading zeroes to retain the correct sort order. Use Padding Length to set the number of digits to use for the auto generated number; for example, with a padding length 5 reference 215 will be generated as 00215, 00216, 00217, etc.